ARWR Arrowhead Pharmaceuticals Inc.

$ARWR So $ARWR appears to have cracked one of medicine’s Holy Grails. Crossing the blood-brain barrier with RNAi via a simple injection under the skin. 73% mean tau reduction. Durable for months. In actual humans. Quite handy, apparently. Might even open the door to treating a few minor inconveniences like Alzheimer’s, Parkinson’s, dementia and assorted neurological diseases that have troubled humanity for centuries. Potentially an entirely new frontier in medicine. Wall Street’s response? “Interesting. But have you considered that the stock should be worth slightly less?”

$ARWR " I do believe that delivering oligonucleotides via subcutaneous administration to the brain is a therapeutic Holy Grail." Chris Anzalone CEO

$ARWR Arrowhead seems to be running the same playbook as when they presented the initial INHBE & ALK7 data back in January. They announced the ARO-MAPT event in advance and are holding a KOL webinar at 11:30am Pacific time. On January 6th for the INHBE & ALK7 data they did a press release at 7:30 am with the data so this Wednesday we should see a PR with the ARO-MAPT data in the morning as well. Hopefully they hit the 50%-60% tau knockdown range with this upcoming data. The market is going to compare with the Biogen/Ionis data and I don't want Arrowhead having to explain/defend that a 30-40% subQ deep brain knockdown is better than the Biogen 50-60% knockdown data, even though that would likely be true but we would have to wait for Tau PET data from the Alzheimers patients next year to prove it. The preclinical NHP data was strong and so far Arrowheads animal models have translated pretty well to humans. We'll find out soon what then tau knockdown in humans looks like.

$ARWR Its about to be three first time ever accomplished after MAPT data sub q BBB delivery... dimmer the two drugs in the same injection and the acceptance of the first ever FDA STAR award? Initially, the program saw low participation—resulting in an early evaluation showing zero applications met criteria through FY2025. However, on October 7, 2026, Arrowhead Pharmaceuticals announced that its drug plozasiran (for severe hypertriglyceridemia) was granted entry into the STAR pilot program. FU you fucking Criminals! 😂

$ARWR $ARWR Same $60 share price. Very different company. The last time ARWR traded here was early April. Consider what’s happened since: • SHASTA-3/4 delivered exceptional Phase 3 results, including 78% fewer pancreatitis events. • FDA STAR pilot entry for the much larger sHTG opportunity. • REDEMPLO secured EU and Australian approvals. • DIMER-PA demonstrated dual-target RNAi activity in humans. • ARO-INHBE strengthened the obesity/MASH opportunity. • Zodasiran completed Phase 3 enrolment. • Madrigal signed a deal worth up to $1BN in milestones and upfront payments. And we still have the imminent MAPT readout, potentially validating subcutaneous RNAi delivery into the brain. None of this was established when ARWR last traded at $60. Risks remain, but clinical uncertainty has fallen, regulatory progress has accelerated and the platform has gained validation. The share price has gone nowhere. The science and pipeline have not.

$ARWR Arrowhead has been churning out good clinical news in recent months and has achieved several "firsts" as well. ARO MAPT results arealso likely to be positive and reported shortly with proof that ARWR can cross the blood brain barrier with a simple shot. While I started purchasing ARWR shares at $20 and also am holding some shares purchased at $75, it's difficult to imagine that ARWR will not be a successful a long term hold, irrespective of it's decline from the $90 range a short time ago. ARWR is proving its competence across multiple tissue types, has constructed a $250 million production facility in the US and has other pharma investments in some of its products. ARWR's first of its kind FDA Star program admission is another consistent sign along ARWR's highway to success. While it's frustrating to see the recent price declines, the fact is that ARWR is likely to be a big winner when the value of it's "platform" is fully priced in and I believe that day is coming

$ARWR the rerate will be when the casino decides. It’s inevitable at this point. BBB cross is the biotech / scientific equivalent of putting a man on the moon.

$ARWR $ARWR The more I look at analyst valuations, the more astonishing this disconnect becomes. As BioBoyScout has highlighted, several analysts with price targets around $95–120 assign little identifiable or only heavily risk-adjusted value to Arrowhead’s CNS opportunity. Think about that. DIMER and MAPT have demonstrated extraordinary new capabilities for the RNAi platform, including subcutaneous delivery across the blood-brain barrier. Yet the market appears to be assigning remarkably little value to these advances. Yes, meaningful CNS revenues may be years away. But strategic value isn’t limited to near-term drug sales. Platform validation, licensing opportunities, partnerships and acquisition interest have value TODAY. Big Pharma doesn’t necessarily wait for commercialisation to pay for breakthrough delivery technology. The science has moved forward enormously. The valuation seemingly hasn’t. At what point does this disconnect become impossible to ignore?

$ARWR Added shares at 58.49 today. Already have a substantial position but today's price is a total joke given the positive results on INHBE and MAPT. It's amazing what they are doing with that bag of stale potato chips!!!

$ARWR get ready. The lying casino is not done pissing on every positive thing this company does FACT BBB crossed with a shot under the skin. This is beyond groundbreaking

$ARWR everyone thinking about the $215M~ PRV that they can now use for something else or sell to another player on the Monopoly game, whatever. How do you value the relationship this company now has with the FDA? That’s the real thing to be looking at with this STAR news.

$ARWR Great news today, the approval for FCS made this possible because the Star program is for already approved drugs seeking a new indication or combined with other therapies. I do think Dap/Tom would fall under this scenario once Bep is approved around the end of the month. So Bep could be approved and then dap/tom could apply as part of the Bep treatment regimen and be approved through the Star pathway as well.

$ARWR ARO-MAPT-SC data must look good. They are already expanding the phase 2a, 8 sites in the UK, 11 months. I'm sure others will pop up soon. You don't do that unless the data looks promising.

$ARWR Tinfoil hat time. Has anyone else noticed that ARWR short volume is way down recently? Usually it's 65%-75% of a days volume, but we've had multiple days in the 40s this last month. Anyone have theories?

$ARWR have we reached the point where even Ploz isn’t fully priced in? may make another big purchase at open tomorrow. getting close to where there is a good safety margin even if MAPT doesn't pan out (even though i think it will).

$ARWR hey everyone, just remember that putting money in the slot machine doesn’t change the odds of the slot machine. This is true for any public equity; the fake casino decides. Market regulation is a thing you should care about.

$ARWR one thing that makes me confident right now is that Arrowhead has such a good success rate at getting into the right tissues. Whether the target works and how well is a question for another day on most of its pipeline, but i have almost no fear that we won’t get to the right tissue. bearish to confuse the machines.

$ARWR - and rewarded with a +7% gain premarket 🤷 Continues to rank high on my DD/revisit list for a reason

$ARWR Good to see Arrowhead accepted into the FDA STAR Pilot program. Means we could potentially see an approval in 5 months as well. Zodasiran would qualify for a priority review so they don't need to hold onto the PRV for that. Ultragenyx just sold a PRV today for $210 million so Arrowhead can still monetize their PRV for around $200 million.

$ARWR Recent price declines, perhaps driven by by short termers and "sell the news" investors seems perplexing and painful for me, since ARWR's news has been consistently good on clinical readouts across various tissue types and since ARWR's accomplishments with the simple injection delivery of two targeted drugs is a first of its kind. All in all, ARWR is probably going to be one of those once in the decade companies when investors come to realize that ARWR has developed a delivery "platform" that actually works across multiple tissue types and once they realize that ARWR is churning out clinical trial success as a rapid rate for a company it's size. ARWR's presentation in Japan on the 14th is shaping up as a good one, based on the docs / scientists who are involved with Alzheimer's research. I'm anticipating positive news on ARO MAPT and hoping those results will confirm that ARWR was a truly remarkable platform in place.